Introduce yourself!

Sheena Trepanier
Sheena Trepanier Approved! Accountant Posts: 1,364 Expensify Team

Please take a moment to stop by and say hi. Tell us a funny story, a crazy fact, or what you hope to gain from the community.



  • Sheena Trepanier
    Sheena Trepanier Approved! Accountant Posts: 1,364 Expensify Team

    Welcome @Julia! So excited to have you as a part of the community. It sounds like this is the perfect place to find the resources you'd like. I hope you're able to connect with some fellow Expensify users very soon!

  • Katie Oswalt
    Katie Oswalt Expensify Success Coach - Admin Posts: 170 Expensify Team

    Hi there, my name is Katie! I'm a Success Coach based in London and have been with Expensify for over 2 years. I enjoy seeing our Expensify customer gurus shine here in the forums and help out fellow users across the globe. It's especially cool to see customers explain their ideas or use cases that help us at Expensify gain new insight into the approaches users take that we may not have thought of before!

  • 1MargeS
    1MargeS Expensify Customer Posts: 1 Expensify Newcomer

    Hi! I am Marge, a new user to Expensify. The questions posed in this forum are their own learning tools. It helps me understand the ins and outs of Expensify.

  • Sheena Trepanier
    Sheena Trepanier Approved! Accountant Posts: 1,364 Expensify Team
  • NinjaGirl1217
    NinjaGirl1217 Expensify Customer Posts: 2 Expensify Newcomer
    edited October 2017

    Morning All
    Hi I am Cheryl, a 3.5 month veteran of Expensify...aka a newbie. Main goal of being part of this group forum is to make life as easy as possible for myself and others. If I have an epiphany I will be sure to share it ...but right now I am chock full of questions.
    Just looked at @tylerzoll's post and felt a bit lacking...very thorough..
    I am also one of the company Admins in the lovely state of Connecticut (aka the Nutmeg state)
    We use Sage X3 ERP
    Our primary charge card is currently Chase Mastercard/Smart Data
    We have about 35 active user at this time.
    All of our end users LOVE Expensify
    Our goal right now is to try to work thru the admin side to make sure we are audit compliant.

  • Julia
    Julia Expensify Customer Posts: 164 Expensify Pro

    @tylerzoll- I'm knee deep in month end stuff, but I couldn't help checking out some of your other favorite tools. Thank you so much for sharing, I'm excited to dig into those more.

  • Sheena Trepanier
    Sheena Trepanier Approved! Accountant Posts: 1,364 Expensify Team

    Hello @1MargeS and @NinjaGirl1217! Welcome to the community, it's great to have you both here and so excited to join in.

  • [Deleted User]
    [Deleted User] Posts: 34 Expensify Team

    Hi there! My name is Aaron and I'm a member of the Customer Success team at Expensify and enjoy living in San Francisco, CA.

    I've been on the Expensify team since 2016 and enjoy helping our customer family learn how to use Expensify while saving time managing their expenses.

    My favorite part about Expensify is the time-savings the product provides our customers. It's really enjoyable to hear success stories of expense reporting that previously took precious hours - shortened to minutes.

    **A fun fact about me: **
    I regularly read Calvin & Hobbes and secretly hope to shake hands with Bill Watterson to thank him for bringing joy and laughter into my life.

  • Aussiebandit
    Aussiebandit Expensify Customer Posts: 256 Expensify Champion

    Hi Everyone. As the username implies, I’m based in Australia.
    This forum is a great way to connect with other Expensify admins/users. I implemented Expensify at our company in July of 2016. Our employees all love the mobile app. I love the fact that Expensify works with us to customized approval workflows, rules and policies. We just don’t use Expensify for internal use; we also have a policy for our interview candidates to use.

    Software integrations to/from: NetSuite and Workday
    Employee Headcount: over 2300
    Locations: 7

  • Sheena Trepanier
    Sheena Trepanier Approved! Accountant Posts: 1,364 Expensify Team

    Glad to hear from you @Aussiebandit - We love having you as a member of the community!

  • Mads
    Mads Expensify Customer Posts: 9 Expensify Newcomer

    Hi fellow community members, I'm the Group Financial Controller for an international online learning company with our Group Finance function based in Cape Town, South Africa.
    Staff complement: 170 (69 users on Expensify and growing)
    Office locations: 5 (in 5 different countries)
    Accounting system: Quickbooks
    Credit cards: Mostly UBS (Europe), some Bank of America, some Investec (RSA bank) - about half of our users have corporate cards, automatically paid by the company
    Looking forward to learning the tricks of the trade.

  • Mads
    Mads Expensify Customer Posts: 9 Expensify Newcomer

    @Julia and @tylerzoll I've noted that you most of your employees have corporate credit cards (which are paid for automatically by the company); We follow the same approach. For these corporate card users, I've deactivated the approval flow as the expenses are effectively already incurred when we receive the receipts. Instead, we prepare and share monthly expense reports with the department heads to take note of expense vs budget. How do you treat corporate card expense approvals?

  • Julia
    Julia Expensify Customer Posts: 164 Expensify Pro
    edited November 2017

    @Mads - we treat corporate credit card transactions like any other expense. There has to be a level of accountability, as well as a timeliness to that accountability.
    For that reason, they are reviewed and approved by their direct manager.
    Our budget owners don't want to find out 4-6 weeks later that one of their direct reports has been charging expensive flights due to waiting until the last minute to book, or excessively dining a prospect that they know has a low chance of materializing.
    It is a crucial layer to keeping honest employees honest.
    Also, since the approval flow is typically by person and not by type of expense, who is intercepting credit card expenses that are in Expensify as a reimburseable expense? (can happen for a number of reasons; like the tip wasn't included on the smart scanned receipt, the email from the hotel was an estimated charge and not their final invoice/final charge after local taxes, etc.) I have myself as the final approver after the manager approves the expenses for this reason to catch any of those weird situations.

  • Sheena Trepanier
    Sheena Trepanier Approved! Accountant Posts: 1,364 Expensify Team

    Hi @Mads - Welcome to the cool club B), it's awesome to have you here. @Julia has shared a really great explanation for why company card expenses should flow through the approval workflow above, so I highly encourage you give that a read.

    If you do run into further questions, feel free to create a post asking a question or reach out to [email protected] for some individual help.

  • bforssell
    bforssell Expensify Customer Posts: 1 Expensify Newcomer

    Hey there! I am the Controller for healthcare tech company out of Santa Barbara, CA. We just broke-up with Concur and rolled out Expensify to our employees this week! Our employees are stoked about the change and the ability to save time with their expenses.

    We have about 100 employees that work in 2 offices (the 2nd office is in Atlanta) and some also work remotely. We have several corporate card users as well.

    My favorite tool right now is Intacct (accounting software) because of the various external integrations available to us, such as Expensify. We implemented Intacct from Quickbooks about a year and a half ago and have integrated with SalesForce, Expensify, and next month, Nexonia to automate AP processing & approval workflows.

    Its a pleasure to "meet" you all and I look forward to learning more about how you can leverage Expensify to save time and make our jobs a little easier.


  • Sheena Trepanier
    Sheena Trepanier Approved! Accountant Posts: 1,364 Expensify Team

    Hello @bforssell - Welcome! It's so great to have you join the community. Our community members are some of most helpful people I've met, and they offer such great advice.

    Please feel free to reach out to us at [email protected], if you ever want to discuss account details or issues in private.

  • OwenWiseCPA
    OwenWiseCPA Expensify Customer Posts: 1 Expensify Newcomer

    Hello. This forum is awesome. I'm excited to get learning about Expensify here. I am a CPA with my own CPA firm (OwenWise LLC) in Orlando, FL. We have been on a mission to become a cloud-based firm. We have accomplished that recently. Simultaneously, we have worked toward introducing cloud based apps and tools to our clients and have successfully been migrating clients, where it makes good sense. Looking to gain a better understanding of the Expensify product, integrations and complimentary functionality. As a matter of fact, I have a client that is moving to QBO and we have determined that including Expensify and TSheets in their tech stack makes perfect sense. Now, I am just trying to understand the best way to demo the full integration of the three products. QBO offers us a 'demo' company, but not sure Expensify has anything similar. I am using my ExpensifyApproved! account for my firm. Perhaps the best way would be to just start a trial policy under my ExpensifyApproved! and tie it in to a QBO and TSheets trial? @Julia or @Sheena or anyone else is welcome to comment here and offer best practices. In the meantime, I will search around. Very happy to learn more about Expensify!

  • piecone
    piecone Expensify Customer Posts: 1 Expensify Newcomer

    Hi, my name is Guy. I work for an Australian financial services company (Suncorp). We provide banking, wealth management and insurance products and services to Australia and New Zealand. Suncorp is a top 20 ASX-listed company with $97 billion in assets, employing approximately 13,400 people and serve close to 9M customers across Australia and New Zealand. Not all employees are provided with a corporate credit card. A few of us have begun to use Expensify as it simplifies our internal expense reconciliation process - and I love it but, there are sometimes issues with importing cards where is AU based. I'd love for you guys to be able to provide some real-time help for non-US based customers as the time zone difference makes our interactions a little slow.

  • Sheena Trepanier
    Sheena Trepanier Approved! Accountant Posts: 1,364 Expensify Team

    Hi @piecone! It's great to e-meet you and I'm so glad you've joined our community. We have a small office in Melbourne now, woohoo. We are working to grow it so we can provide faster response times to our customers in your neck of the woods.

    We'll always try our best to answer your questions as quickly as possible, but there are times when the time difference doesn't work in our favor. This is when I'd encourage you to post to our community. The community is fantastic, and @Aussiebandit is a great source of information when it comes to using Expensify in Australia.

    If you're providing account information, please reach out to us at [email protected] so we can help keep your information private.

  • TheRealtyLady
    TheRealtyLady Expensify Customer Posts: 1 Expensify Newcomer

    Hi all! I just love the community that is here! I am a realtor in Central Florida and am constantly on the go. I have been using Expensify for about a year and have found it awesome for making light work of keeping my crazy amount of receipts together and easy tracking of my mileage. As my market expands, I know that Expensify will be right there on my phone and on my computer as my go-to tracker making my hectic life manageable.

  • Sheena Trepanier
    Sheena Trepanier Approved! Accountant Posts: 1,364 Expensify Team

    Hello @TheRealtyLady! Welcome to the community, it's so great to have you here. I'm glad that you'll be using the community and I hope you're able to get all your questions answered here.

    If you ever need deeper troubleshooting, or have questions that require you to share account details, please feel free to reach out to [email protected].

  • JSargent
    JSargent Expensify Customer Posts: 1 Expensify Newcomer

    Hello I am a Real Estate agent in Wisconsin. I am hoping Expensify will give me the organization I need and help me save some money.

  • Sheena Trepanier
    Sheena Trepanier Approved! Accountant Posts: 1,364 Expensify Team

    Hello @JSargent, welcome! I recently moved from our Upper Michigan office (right on the border of Wisconsin/Michigan) to our PDX office. Where in Wisconsin are you located; hopefully not somewhere buried in snow right now!

    @TheRealtyLady might have some insight or advice for using Expensify as a real estate agent!

  • Rachael Hopkins
    Rachael Hopkins Expensify Success Coach - Admin Posts: 905 Expensify Team

    Hi guys, I'm Rachael. I'm a Success Coach on the Expensify team, based in New Zealand. I've been with Expensify for about six months, and I've been in the software support game for about 15 years.

    I love working with people to help them get the most out of their software solutions. Sure it's a weird passion, but there's nothing I enjoy more then demystifying software (and I suspect a few of you feel the same and that's why you're here to support your own teams).

    I'm also a wife/mother/cook and a technophile with a serious podcast + knitting obsession. I love animals and I hate shoelaces. (Those two things are unrelated)

    I look forward to supporting my Aussie brethren and also those of you who post at weird hours. :p

  • EByer
    EByer Approved! Accountant Posts: 37 Expensify Admirer

    Hi Everyone,

    My name is Ellen, I'm an implementation specialist for an accounting firm based in Indiana. We provide outsourced accounting work to various clients from the bookkeeper level through and up to CFO services. We like to use various tools, such as Expensify, to help streamline our client's accounting workflow and reduce the man-hours needed to close the books and provide timely financials on a monthly basis.

    My role in the company is to help onboard new clients as they join our company, which includes setting up their Expensify Policy, connecting corporate credit and or debit cards if they have them, and then provide training to all the client users that will have their own Expensify account. Because of the wide array of clients we have, I'm sure no one Policy will be quite like the next, so I'm hoping to utilize this platform to bounce ideas off others who may have similar experiences.

    Our firm recently started implementing Expensify with clients versus other similar expense-tracking software, so I am a pretty new user (3+ months). I love the platform and all it's capabilities thus far, and can't wait to gain more knowledge through the Community!

  • Sheena Trepanier
    Sheena Trepanier Approved! Accountant Posts: 1,364 Expensify Team

    Hi @EByer - welcome to the community, it's so great to have you here!

  • bekahhewitt33
    bekahhewitt33 Expensify Customer Posts: 1 Expensify Newcomer

    Hi! I'm new to Expensify. I'm interested in learning the thought behind Expensify's statement of "it’s not our policy to offer in person meetings as they are unnecessarily time consuming for both parties." If the client requests the meeting and believes that it is worth the expense to come to your offices, why wouldn't you be open to it?